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5th Aug 2025 10:31USDaily Monitor

  • Swings in home prices have a far bigger dollar-for-dollar wealth effect than movements in stock prices.
  • Ongoing weakness in the housing implies a trivial boost to consumption from asset prices in H2 2025.
  • Labor-matching efficiency is impeded slightly by high new mortgage rates, but is comparable to the 2010s.

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Keywords for: 7 August 2025 US Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence